Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Estate Planning
Languages: English, Chinese – Mandarin, Chinese – Cantonese
As someone who has had the opportunity to spend my young adulthood in both China and America, I view myself as having the best of both worlds. I’ve grown up understanding different cultures, values, and attitudes, and that gives me an advantage in connecting with many of my clients.
Having the aforementioned insight is what elevates me as a financial services representative. Even though I’ve only been in the financial services industry since 2013, I’ve qualified for the Leaders Conference four years in a row (most recent year in 2018) and an active member of MDRT. My strength lies in being able to synthesize the industry knowledge I’ve accumulated with the individual experiences of my clients to best guide them.
As a financial services representative, I can navigate between different perspectives and come up with the best ways to address issues and help you achieve your financial goals. Whether you’re part of the older generation of immigrants who have emigrated here, or part of the younger one who have grown up in the states, contact me to discuss your financial future.
AR License #16862724
CA License # 0L73791
Check the background of this investment professional on FINRA’s BrokerCheck
2 Mott Street 9th Floor
New York, NY 10013